PROTECT YOUR BUSINESS

SUCCESSION PLANNING

The death or disability of an owner is one of the greatest threats to a business. Not only can it severely impact the day-to-day operation of the business, but it can raise all sorts of business succession and estate tax problems – proper succession planning can help.

Succession planning affects everyone who has an interest in the business – business partners, family members, and key employees. It is critical that you have meaningful discussions about often overlooked issues, such as who the ideal successor should be, what is the value of the business, and what is the timetable for transition. No matter what event occurs, either expected or unexpected, we can help you develop a succession plan that can help ensure a smooth transition according to your vision for the business’ future.

Consider a few of the following options:

Disability Income Insurance

A disability Buy-Sell policy is a great way to help ensure the orderly succession of a multi-owner business in the event of a long-term disability.

Life Insurance

Business succession plans using life insurance can help ensure that your business is protected.

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One Wealth Management Financial and Insurance Services, Inc. (California Insurance License #0M75730) is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Securities products and advisory services are offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3585 Maple Street, Suite 140, Ventura, CA 93003, 909-399-1100. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

One Wealth Management Financial and Insurance Services, Inc. is not an affiliate or subsidiary of PAS or Guardian.